Pricing that frames Marengo as a rollout partner, not just another monthly tool.
Start with an instant trial, prove the experience, and then move into the package that matches your team size, polish expectations, and operational depth.
Solo advisors and small RIAs that want a branded rollout fast.
We stand up your workspace, branding, advisor access, and guided launch flow in days instead of weeks.
RIA teams that need shared ops visibility, better follow-up, and cleaner reporting.
Adds stronger workflow for multiple advisors, team review, and a tighter handoff from prospect to funded household.
Firms that want custom domains, integrations, and a more embedded client onboarding stack.
Best fit when onboarding needs to plug into your CRM, compliance review, and downstream operations.
Create an instant trial
Create a dedicated workspace with client onboarding, advisor access, and a review path instead of waiting for a shared fake demo.
Run your actual intake flow
Use the live onboarding link on desktop or mobile, complete a submission, and review it in the advisor dashboard.
Decide your rollout package
Use the trial to scope branding, advisor seats, exports, and integrations so the paid rollout is clear and specific.
Launch your branded workspace
Move from trial to live with your chosen package, production credentials, and the operational pieces your team needs.
The fastest way to avoid buyer regret is to be explicit about fit, timing, and scope.
Best fit
Firms that want a premium onboarding experience quickly and can start with the core branded flow before asking for custom systems work.
What the paid rollout covers
Workspace setup, branding, seats, trust collateral, and the implementation support tied to the package you choose.
When to choose white-label ops
Use the custom path when you need custom domains, downstream integrations, or a more embedded implementation plan across multiple stakeholders.
Add the polish and integration work that makes the rollout feel enterprise-ready.
Custom domain and deeper branding
Use this when the public-facing experience needs to feel like your firm, not a generic app.
CRM, webhook, and ops integration
Wire Marengo into your downstream follow-up, alerts, and internal operational tooling.
Higher-touch implementation
Best for multi-advisor teams that need help structuring access, review flow, and internal adoption.
Start with Guided Launch, watch the walkthrough, or open a deeper rollout conversation.
The trial is the proof step. Paid rollout is where the product becomes your branded, repeatable system.